Equity Crowdfunding Checklist

Equity Crowdfunding Checklist

March 14, 2022 by investor

Equity Crowdfunding Checklist

There are several key elements to running a successful equity crowdfunding campaign.

Here’s a checklist to consider:

Create a campaign plan — list of what you will promote and when. 

This includes updates, events, and other activities to promote your fundraise.

Build the campaign documents — the pitch deck, video, and talking points.

The content should be compelling and high-quality.

Identify your target audience — know who will most likely fund your campaign.

It’s important to understand the careabouts of your audience to know how to promote your fundraise.

Assemble a team — build a group to support the preparation, launch, and ongoing campaign.

The fundraise takes many skills, so it’s important to build a team to run the campaign.

Map your investor network — segment your investors by type, interest, and group.

Consider what stage in the campaign to engage each of them.

Find additional investor groups — consider social media and fundraising networks.

It’s important to have additional investor groups to contact during the campaign, as your network will eventually run out.

Warm up your crowd — prepare your network before the campaign begins.

Pre-campaign mailers prepare your network for the upcoming fundraise.

Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.


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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.

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